2021-11-15T12:56:21-06:00 2020-12-31 650277818 JAY SHAPIRO & ASSOC'S PA 1950 N COMMERCE PKWY STE 5 WESTON FL 33326 990PF 2020-01-01 651106116 ROSELYN MEYER FAMILY FOUNDATION INC ROSE 9543899849 2395 PHEASANT LANE WESTON FL 33327 JACQUELINE GILLMAN TREASURER 9545570218 2021-11-15 JACQUELINE GILLMAN 999009999 JAY S SHAPIRO CPA P00642141 9543856616 2021-11-05 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 3604095 X X 1 1 1 54125 54125 54125 37792 1549826 37792 91918 91918 54126 65845 0 0 0 1950 0 0 0 75 0 0 0 61 0 0 0 21065 0 0 0 88996 0 0 0 213500 213500 302496 0 0 213500 -210578 91918 54126 7099 16658 16658 163457 74155 74155 1942269 1728553 2283715 1103504 1168449 1229567 3216329 2987815 3604095 0 0 X 0 0 0 0 3216329 2987815 3216329 2987815 3216329 2987815 3216329 -210578 33550 3039301 51486 2987815 NORTHERN TRUST (D-1) P 2020-03-20 2020-11-23 322436 361625 -39189 -39189 NORTHERN TRUST (D-2) P 2019-12-19 2020-12-22 1204646 1150409 54237 54237 Capital Gains Dividends P 22744 22744 22744 37792 -39189 1278 0 1278 0 1278 1834 0 0 0 1834 0 556 556 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 NONE JACQUELINE GILLMAN 9545570218 2395 PHEASANT LANE WESTON FL 33327 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JACQUELINE GILLMAN 2395 PHEASANT LANE WESTON FL 33327 SECRETARY/TR 4.00 26046 0 0 DEBORAH BARNEY 11391 MANATEE TERRACE LAKE WORTH FL 33449 PRESIDENT 20.00 32487 0 0 MATTHEW BARNEY 11391 MANATEE TERRACE LAKE WORTH FL 33449 DIRECTOR 2.00 3656 0 0 SAMUEL BARNEY 11391 MANATEE TERRACE LAKE WORTH FL 33449 DIRECTOR 2.00 3656 0 0 NONE 0 NONE 0 0 3175262 60256 0 3235518 0 0 3235518 48533 3186985 159349 159349 1278 1278 158071 0 158071 0 158071 213500 0 213500 0 213500 158071 94312 0 0 213500 94312 0 0 119188 0 0 0 0 0 0 0 0 38883 0 0 0 X BREAST CANCER RESEARCH FOUNDATION 28 WEST 44TH STREET SUITE 609 NEW YORK NY 10036 NONE FUNDING TO PROVIDE FOR RESEARCH 15000 DOGS FOR BETTER LIVES 10175 WHEELER ROAD CENTRAL POINT OR 97502 NONE FUNDING FOR SUPPPORT DOGS 15000 GOODMAN JEWISH FAMILY SERVICES 5890 S PINE ISLAND ROAD DAVIE FL 33328 NONE FUNDING TO PROVIDE SUPPORT TO JEWISH FAMILIES 15000 GUARDIAN ANGELS MEDICAL SERVICE DOGS 3251 NE 180TH AVENUE WILLISTON FL 32696 NONE FUNDING TO PROVIDE SERVICE DOGS 5000 JAFCO - SOS VILLAGE 4200 N UNIVERSITY DRIVE SUNRISE FL 33351 NONE FUNDING FOR CHILDREN ORPHANAGE 30000 JEWISH FEDERATION OF BROWARD COUNTY 5890 S PINE ISLAND ROAD DAVIE FL 33328 NONE FUNDING ADDRESS LOCAL EDUCATIONAL AND SOCIAL SERVICE NEEDS AND PERPETUATE JEWISH HERITAGE 7500 KIDS IN DISTRESS 819 NE 26TH STREET FR LAUDERDALE FL 33137 NONE FUNDING CARE TO LESS FORTUNATE CHILDREN 15000 MIAMI JEWISH HEALTH SYSTEMS FOUNDATION 5200 NE 2ND AVENUE MIAMI FL 33137 NONE FUNDING TO CULTIVATE PHILANTHROPIC SUPPORT FOR PATIENT SERVICES, PROGRAM DEVELOPMENT, AND RESEARCH 15000 MY STUFF BAGS 5347 STERLING CENTER DRIVE WESTLAKE CA 91361 NONE FUNDING TO PROVIDE ITEMS FOR VICTIMS OF CHILD ABUSE 2500 ONE FAMILY FUND 1029 TEANECK ROAD STE 3B TEANECK NJ 07666 NONE FUNDING TO ASSIST EMOTIONALLY DISTRESSED VICTIMS 25000 ROTARY CLUB OF WESTON 304 INDIAN TRACE PMB 130 WESTON FL 33326 NONE FUNDING TO PROVIDE LOCAL HUMANITARIAN SERVICES 6000 SHRINER'S HOSPITAL FOR CHILDREN 12502 USF PINE DRIVE TAMPA FL 33612 NONE FUNDING TO PROVIDE MEDICAL SERVICES FOR NEEDY CHILDREN 12500 SOS CHILDREN'S VILLAGES - FLORIDA 3681 NORTHWEST 59TH PLACE COCONUT CREEK FL 33073 NONE FUNDING TO PROVIDE ASSISTANCE FOR CHILDREN IN NEED 10000 ST JUDE'S CHILDREN'S HOSPITAL 501 ST JUCE PLACE MEMPHIS TN 38105 NONE FUNDING FOSTER CARE CENTER IN ISRAEL 10000 TEMPLE DOR DORIM 2360 GLADES CIRCLE N WESTON FL 33327 NONE FUNDING JEWISH EDUCATION FOR KIDS 5000 THE PINK FUND PO BOX 603 BLOOMFIELD HILLS MI 48303 NONE FUNDING TO SUPPORT BREAST CANCER PATIENTS 18000 VOICES FOR CHILDREN OF BROWARD COUNTY 401 E LAS OLAS BLVD SUITE 130-301 FORT LAUDERDALE FL 33301 NONE FUNDING TO PROVIDE ADVOCATES FOR YOUTHFUL VICTIMS 1000 WORLD CLASS DOGS PO BOX 1100 PRINCETON MA 01541 NONE FUNDING TO TRAIN SERVICE DOGS 3500 YMCA OF SOUTH FLORIDA DROWNING PREVENTION 20201 SADDLE CLUB ROAD WESTON FL 33327 NONE FUNDING TO TEACH SURVIVAL SWIMMING 2500 213500 0 1 54125 37792 0 0 91918 91918 3 N/A 4 N/A 8 N/A 0 0 0 0 0 0 0 0 0 0 INDIRECT ACCOUNTING FEES 1950 0 0 0 SEE ATTACHED - EQUITY SECURITIES 1728553 2283715 SEE ATTACHED - CORPORATE BONDS AT COST 843908 875024 SEE ATTACHED - REAL ESTATE AT COST 237169 242540 SEE ATTACHED - COMMODITIES AT COST 87372 112003 PRIOR YEARS' ADJUSTMENT 51060 NONDIVIDEND DISTRIBUTIONS 426 INDIRECT INVESTMENT FEE (NORTHERN TRUST) 7231 0 0 0 INDIRECT OTHER DEDUCTIONS (NORTHERN TRUST) 13804 0 0 0 INDIRECT BANK FEES (NORTHERN TRUST CHECKING) 30 0 0 0 FEDERAL INCOME TAXES 1325 FOREIGN TAXES PAID 1889 PAYROLL TAXES 30320 PENALTY 16 INDIRECT TAXES/LICENSES 61 0 0 0